Add in-form analytics to a form
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- UpdatedJan 30, 2025
- 3 minutes to read
- Yokohama
- Performance Analytics
Create a UI action that enables users to view relevant analytics while completing a form. The UI action associates the table that uses the form, a breakdown used with that table, and a breakdown dashboard.
Before you begin
Role required: pa_power_user, pa_admin, or admin. In addition to the Performance Analytics roles, you must be able to create records on the UI Actions [sys_ui_action] table.
Before adding in-form analytics for a specific table and breakdown, create a breakdown dashboard that uses that table and the breakdown source of that breakdown. Design the dashboard so that it prominently displays the most useful information to the users who create records on that table. For more information about breakdown dashboards, see Using breakdowns on dashboards.
Performance Analytics must be active to create in-form analytics.
About this task
Procedure
Example: Incident Assignment Group in-form analytics



